Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE GIBNEY FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 633
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MERIDIAN, ID83680
A Employer identification number

65-0286170
B Telephone number (see instructions)

(802) 488-5118
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$29,907,485J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,793 24,793  
4 Dividends and interest from securities... 710,479 710,479  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 370,780
b Gross sales price for all assets on line 6a 1,380,049
7 Capital gain net income (from Part IV, line 2)... 370,780
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,106,052 1,106,052  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 251,530 11,427   240,103
14 Other employee salaries and wages...... 37,956 0   37,956
15 Pension plans, employee benefits....... 72,242 3,182   69,060
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,815 0   33,335
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,060 37,552   10,833
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
39,999 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,146 0   15,971
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 494,748 52,161   407,258
25 Contributions, gifts, grants paid....... 778,239 778,239
26 Total expenses and disbursements. Add lines 24 and 25 1,272,987 52,161   1,185,497
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -166,935
b Net investment income (if negative, enter -0-) 1,053,891
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 915,697 970,334 970,334
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 610 5,553 5,553
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,638,141 Click to see attachment
List of Attached Documents:
// Content
28,931,598 		28,931,598
14 Land, buildings, and equipment: basis right arrow7,481
Less: accumulated depreciation (attach schedule) right arrow7,481      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,554,448 29,907,485 29,907,485
Liabilities 17 Accounts payable and accrued expenses.......... 2,532 2,804
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,532 2,804
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,551,916 29,904,681
29 Total net assets or fund balances (see instructions)..... 26,551,916 29,904,681
30 Total liabilities and net assets/fund balances (see instructions). 26,554,448 29,907,485
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,551,916
2
Enter amount from Part I, line 27a .....................
2
-166,935
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,519,700
4
Add lines 1, 2, and 3 ..........................
4
29,904,681
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,904,681
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a VANGUARD - LONG TERM      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,307,501   1,009,269 298,232
b 72,548     72,548
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       298,232
b       72,548
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 370,780
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,649
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,649
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,649
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 25,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,339
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,339 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTP://WWW.TGFF.ORG/
14
The books are in care ofright arrowCLIFTONLARSONALLEN LLP Telephone no.right arrow (860) 561-4000

Located atright arrow29 SOUTH MAIN STREET 4TH FLOORWEST HARTFORDCT ZIP+4right arrow06107
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRACY WASDEN PRESIDENT/CEO
35.00 		133,705 26,741 0
PO BOX 633
MERIDIAN,ID83680
SUSAN DIFATTA COO
25.00 		91,825 18,365 0
PO BOX 633
MERIDIAN,ID83680
KEN WASDEN CHAIRMAN OF THE BOARD
2.00 		3,000 0 0
PO BOX 633
MERIDIAN,ID83680
BRIAN DIFATTA TREASURER
3.00 		6,000 0 0
PO BOX 633
MERIDIAN,ID83680
CELESTE BEAZER DIRECTOR
2.00 		3,000 0 0
PO BOX 633
MERIDIAN,ID83680
JENNIFER BOYD DIRECTOR
2.00 		3,000 0 0
PO BOX 633
MERIDIAN,ID83680
NATALIE HANSEN DIRECTOR
2.00 		4,000 0 0
PO BOX 633
MERIDIAN,ID83680
ROBERT SAMSEL DIRECTOR
2.00 		3,000 0 0
PO BOX 633
MERIDIAN,ID83680
MOLLY WHITTAKER DIRECTOR
2.00 		4,000 0 0
PO BOX 633
MERIDIAN,ID83680
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
27,128,720
b
Average of monthly cash balances.......................
1b
984,905
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,113,625
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
28,113,625
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
421,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,691,921
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,384,596
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,384,596
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,649
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,649
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,369,947
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,369,947
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,369,947
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,185,497
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,185,497
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,369,947
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 875,369
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,185,497
a Applied to 2022, but not more than line 2a 875,369
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 310,128
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,059,819
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

3 BLUEBIRDS FARM

1001 HORSE CREEK ROAD
RALEIGH,NC27603 		N/A PC PROVIDE FUNDS TO PURCHASE, SHIP, AND ASSEMBLE A SPANISH ARCH/TEMPLE BAR PLUS PRODUCE STAND IN WHICH OUR CAMPERS AND YOUNG ADULTS WILL SELL PRODUCE THEY GROW AT 3 BLUEBIRDS FARM. 6,000

ACHILLES CT CHAPTER

PO BOX 2302
BRANFORD,CT06405 		N/A PC SUPPORT THE CREATION OF A THIRD PAID POSITION (PART-TIME STIPEND/CONTRACTOR) FOCUSING ON EVENT PRODUCTION AND COMMUNITY ENGAGEMENT. 20,000

AMERICAN HEROES PROJECT

87 EAST CENTER STREET 2
SPANISH FORK,UT84660 		N/A PC ENABLE AMERICAN HEROES PROJECT TO PROVIDE A MINIMUM OF 90 VETERANS AND THEIR FAMILIES 15,000

BAGS OF LOVE

1052 GREEN ACRES ROAD
EUGENE,OR97408 		N/A PC FUNDING TO HELP BOL CREATE AND AUTOMATE THE PRINTING OF NEW TAGS FOR BAGS FOR CHILDREN IN NEED 15,000

BLIND INSTITUTE OF TECHNOLOGY

13062 SPRUCE PLACE
THORNTON,CO80602 		N/A PC ENABLE BIT'S STUDENT SUPPORT SERVICES TO OFFER GROUP AND INDIVIDUAL COACHING AND SOCIAL AND EMOTIONAL SUPPORT SERVICES TO 100-150 STUDENTS AS THEY PREPARE FOR PROFESSIONAL CAREERS. 25,000

BRIDLE UP HOPE

1141 WATKINS LANE
ALPINE,UT84004 		N/A PC FUNDS TO SUPPORT THE BUILDING OF AN ALL-WEATHER COVERED ROUND PEN TO ACCOMMODATE AN ADDITIONAL 100+ PROGRAM PARTICIPANTS PER YEAR. 21,600

BRIGHTER TOGETHER INC

1857 S MILLENNIUM WAY SUITE 120
MERIDIAN,ID83642 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

CAMP HODIA

5439 WEST KENDALL STREET
BOISE,ID83706 		N/A PC FUND CAMPERSHIPS TO ENABLE CHILDREN WITH DIABETES WITH FINANCIAL NEEDS TO ATTEND SPECIALTY CAMP. ALSO, SUPPORT THEIR COMMUNITY PROGRAMS BY MAKING THEM MORE ACCESSIBLE FOR FAMILIES TO TAKE PART IN HODIA'S OFFERINGS 8,000

CAMP SUMMIT INC

17210 CAMPBELL ROAD
DALLAS,TX75252 		N/A PC ENABLE CAMP SUMMIT TO ADD A SENSORY ROOM TO CREATE A SAFE PLACE WHERE CAMPERS WITH DIVERSE NEEDS COULD FIND COMFORT AND SUPPORT WHEN NEEDED, ENSURING INCLUSIVITY FOR ALL AND GREATLY ENHANCING THE CAMP EXPERIENCE. 27,489

CAST FOR KIDS

2755 COMMERCIAL STREET SOUTHEAST
101
SALEM,OR97302 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

COMMITTEE ON TEMPORARY SHELTER

PO BOX 1616
BURLINGTON,VT05402 		N/A PC FLEXIBLE SUPPORT FOR HOUSING NAVIGATORS WORKING WITH HOUSEHOLDS EXPERIENCING OR AT RISK OF HOMELESSNESS. 25,500

CONKLIN DAVIS CENTER FOR THE VISUALLY IMPAIRED

405 WHITE STREET
DAYTONA BEACH,FL32114 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

CONNECTICUT RADIO INFORMATION SYSTEM INC

315 WINDSOR AVENUE
WINDSOR,CT06095 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 4,000

ENVISION FOUNDATION INC

610 NORTH MAIN
WICHITA,KS67203 		N/A PC SUPPORT FOR ENVISION PATHWAYS TO CREATE A PIPELINE BETWEEN ENVISION'S NATIONAL LEVEL UP PROGRAM, COLLEGE SUCCESS PROGRAM, AND WORKFORCE INNOVATION CENTER TO CLOSE THE GAPS ASSOCIATED WITH COLLEGE AND CAREER TRANSITIONS FOR STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (BVI). 25,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		N/A PC MEMBERSHIP DONATION 815

EYE2EYE

RUTGERS UNIVERSITY FOUNDATION
NEW BUNSWICK,NJ08903 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 6,500

EYE TO EYE

50 BROAD STREET SUITE 1702
NEW YORK,NY10004 		N/A PC SUPPORT TO PROVIDE NEAR-PEER MENTORING FOR COLORADO MIDDLE SCHOOL STUDENTS WITH LEARNING DIFFERENCES AND PROFESSIONAL LEARNING FOR THE EDUCATORS AND SCHOOL STAFF WHO SUPPORT THOSE STUDENTS. 15,000

FUTURE IN SIGHT

25 WALKER STREET
CONCORD,NH03301 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 2,000

GAME CHANGERS IDAHO INC

654 N 9TH STREET
BOISE,ID83702 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 100

GIFTS OF LOVE

34 EAST MAIN STREET
AVON,CT06001 		N/A PC SUPPORT GIFTS OF LOVE AS THEY BRIDGE THE GAP FOR SENIORS WITH VARIOUS CHALLENGES BY PROVIDING MOBILE FOOD PANTRY DELIVERIES TWICE A MONTH. 20,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

GUIDING EYES OUTDOORS INC

1614 TOM OAKLEY ROAD
TIMBERLAKE,NC27583 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 2,500

HEALING MEALS FOUNDATION CORPORATION

PO BOX 7223
BLOOMFIELD,CT06002 		N/A PC EMPOWER HEALING MEALS TO ADD OPERATIONAL CAPACITY TO ITS STAFF BY HIRING A SEASONED, CULINARY-TRAINED EXECUTIVE CHEF. WITH THIS ADDITION, STAFF ASSIGNMENTS WILL BE ADJUSTED TO MEET OPERATIONAL NEEDS, AND THE CEO WILL BE ABLE TO FOCUS ON STRATEGIC RESOURCE DEVELOPMENT AND ADVOCACY EFFORTS. 22,250

HIGHER GROUND SUN VALLEY INC

PO BOX 6791
KETCHUM,ID83340 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

HIMALAYAN CATARACT PROJECT INC

PO BOX 55
WATERBURY,VT05676 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

HOMESHARE VERMONT INC

412 FARRELL STREET SUITE 300
SOUTH BURLINGTON,VT05403 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

HOPE COMMUNITY SERVICES INC

5701 W TALAVI BLVD
GLENDALE,AZ85306 		N/A PC SUPPORT HCS'S UNIQUE SURGE PROGRAM FOR YOUNG VICTIMS OF SEX TRAFFICKING; ASSIST WITH THE NECESSARY TRAINING AND LICENSING FOR 10 THERAPISTS, SUPPORT FOR THEIR CLINICAL INTERVENTIONIST, AND PROVIDE BOARDING, FEEDING, AND CARE FOR THE HORSES USED IN EQUINE THERAPY. 20,000

HORIZONS INC

PO BOX 323
SOUTH WINDAM,CT06266 		N/A PC TGFF FUNDS WILL BE USED SPECIFICALLY TO REPLACE THE CURRENT CARPET (FROM 1990) WITH DURABLE FLOORING MATERIAL TO ENABLE AN EXISTING ROOM TO BE USED BY YOUNG ADULTS WITH DISABILITIES TO ENGAGE IN MULTIPLE ACTIVITIES. 5,605

IDAHO YOUTH RANCH INC

5465 WEST IRVING STREET
BOISE,ID83706 		N/A PC FUNDS TO DIRECTLY SUPPORT THE IDAHO YOUTH RANCH YOUTH WORKS PROGRAM WHICH HELPS AT-RISK YOUTH AND YOUNG ADULTS FIND A JOB AND KEEP A JOB. THIS PROGRAM INCLUDES CAREER READINESS AND FINANCIAL LITERACY TRAINING. 30,000

KIDS WHO COUNT

345 NORTH SR 198
SALEM,UT84653 		N/A PC FUNDS TO ENABLE KIDS WHO COUNT TO PURCHASE A SPOT VISION SCREENER TO COMPLETE A REQUIRED ANNUAL VISION SCREENING FOR EVERY CHILD WHO IS REFERRED AND/OR RECEIVES SERVICES THROUGH THEIR PROGRAM. 6,000

LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED - SAN FRANCISCO

4539 OCCIDENTAL ROAD
SANTA ROSA,CA95401 		N/A PC ENSURE THE CONTINUITY OF ORIENTATION AND MOBILITY (O&M) SERVICES AT EBC BY EXPANDING THE O&M INSTRUCTOR STAFF BY 1.0 FTE. 50,000

LIGHTHOUSE VISION LOSS EDUCATION CENTER

7318 NORTH TAMIAMI TRAIL
SARASOTA,FL34243 		N/A PC CONTRIBUTE TO A TRANSPORTATION FUND TO ALLOW YOUNG ADULTS WITH VISUAL IMPAIRMENTS ACCESS TO PROGRAMS AND SERVICES. 5,000

LUCKY TO RIDE

2751 W OXFORD AVENUE UNIT 2
SHERIDAN,CO80110 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 350

MAB COMMUNITY SERVICES INC

200 IVY STREET
BROOKLINE,MA02446 		N/A PC ENABLE MABVI TO EXPAND THEIR MENTAL HEALTH SUPPORT STATEWIDE TO HELP OLDER ADULTS WITH VISUAL DISABILITIES BETTER COPE WITH THEIR EYE DISEASE AND VISION LOSS WHILE ALSO MAINTAINING INDEPENDENCE; AND TRAIN FAMILIES AND CAREGIVERS HOW TO BETTER SUPPORT AND EMPOWER THEIR LOVED ONES WHO ARE LIVING WITH VISION LOSS. 29,350

NATIONAL ABILITY CENTER

1000 ABILITY WAY
PARK CITY,UT84060 		N/A PC PROGRAM ASSISTANCE TO INCREASE THE SCHOLARSHIPS FOR THE UTAH SCHOOL OF DEAF AND BLIND AS WELL AS EXPANDING THE ADAPTIVE RECREATION OPPORTUNITIES TO VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. 20,000

NATIONAL BRAILLE PRESS

88 SAINT STEPHEN STREET
BOSTON,MA02115 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW
WASHINGTON,DC20006 		N/A PC MEMBERSHIP DONATION 2,000

NEWVIEW OKLAHOMA INC

501 NORTH DOUGLAS AVENUE
OKLAHOMA CITY,OK73106 		N/A PC SUPPORT THE EXPANSION OF NEWVIEW'S MOVE PROGRAM OF VOCATIONAL TRAINING THAT EMPOWERS BLIND INDIVIDUALS TO WIN THEIR GOAL OF GETTING BACK TO WORK, SCHOOL, AND LIFE. 20,000

NEW VISION FOR INDEPENDENCE INC

9501 US 441
LEESBURG,FL34788 		N/A PC SUPPORT FOR TWO INCLUSIVE SUMMER CAMPS 1.) AGE 6-13 AND 2.) AGE 14-18 TO BUILD SKILLS THAT WILL HELP STUDENTS GAIN INDEPENDENCE AS THEY MOVE TOWARDS ADULTHOOD. 5,500

NORTHEAST PASSAGE PROGRAM OF THE UNIVERSITY OF NEW HAMPSHIRE

9 EDGEWOOD ROAD
DURHAM,NH03824 		N/A PC SUPPORT NORTHEAST PASSAGE TO PROVIDE INDIVIDUALS WITH PHYSICAL DISABILITIES IMPROVED EMOTIONAL AND PHYSICAL WELL-BEING THROUGH RECREATIONAL THERAPY. THIS WILL BE DONE THROUGH A CONTINUED PARTNERSHIP WITH AREA REHAB HOSPITALS AND DISABILITY SERVICE ORGANIZATIONS. 28,700

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 61489
VANCOUVER,WA98666 		N/A PC FUNDS FOR A NEW PROGRAM MANAGER IN THE BOISE OFFICE WHO WILL BE RESPONSIBLE FOR THE EXPANSION OF PROGRAMS AND SERVICES IN IDAHO FOR INDIVIDUALS WHO ARE BLIND. 29,400

NORTHWEST CHILDREN'S HOME

419 22ND AVENUE
LEWISTON,ID83501 		N/A PC ASSIST NCH BUILD A TRAUMA RECOVERY UNIT (TRU) TO SERVE RESIDENTIAL YOUTH, AGES 5-17, WHO HAVE COMPLEX TRAUMA AND EXPERIENCE INTENSE DYSREGULATION. THIS WILL ENABLE NCH TO PROVIDE SERVICES TO MORE LOCAL YOUTH WITH HIGHER ACUITY BEHAVIOR, WHO ARE CURRENTLY PLACED IN OUT-OF-STATE FACILITIES AWAY FROM THEIR FAMILIES. 20,000

PACIFIC FOUNDATION FOR BLIND CHILDREN

2214 EAST 13TH STREET
VANCOUVER,WA98661 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 3,000

SKI FOR LIGHT INC

1455 WEST LAKE STREET
MINNEAPOLIS,MN55408 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,500

SOUTHERN ARIZONA ASSOCIATION FOR THE VISUALLY IMPAIRED

3767 EAST GRANT ROAD
TUCSON,AZ85716 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

SPECIAL KIDS SPECIAL FAMILIES

1915 AEROTECH DRIVE
COLORADO SPRINGS,CO80916 		N/A PC FUNDS TO PURCHASE SENSORY AND EDUCATIONAL MATERIALS FOR OUR CENTER FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES. 5,996

SPECTRUM YOUTH AND FAMILY SERVICES

31 ELMWOOD AVENUE
BURLINGTON,VT05401 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

TETON ADAPTIVE SPORTS

PO BOX 903
TETON VILLAGE,WY83025 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

THE IRIS NETWORK

189 PARK AVENUE
PORTLAND,ME04102 		N/A PC FUNDING TO ASSIST INDIVIDUALS WITH BLINDNESS OR VISION IMPAIRMENT IN OVERCOMING BARRIERS TO EMPLOYMENT AND OWNERSHIP OF A BUSINESS, WHILE HELPING THOSE INDIVIDUALS BECOME MORE ECONOMICALLY SELF-SUFFICIENT. 25,000

THE JOY BUS

3375 EAST SHEA BOULEVARD
PHOENIX,AZ85028 		N/A PC FUNDS WILL ALLOW THE JOY BUS TO PURCHASE BAGS AND BIODEGRADABLE CONTAINERS TO SERVE 5172 MEALS TO HOMEBOUND CANCER PATIENTS. IN ADDITION, "SMART DINING" PLACEMATS WITH INFORMATION ABOUT THE HEALING PROPERTIES OF THE MEAL WILL BE INCLUDED. 5,000

THE REFUGE UTAH

1433 EAST 840 NORTH
OREM,UT84097 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

THE RESEARCH FOUNDATION FOR SUNY THE COLLEGE AT BROCKPORT

350 NEW CAMPUS DRIVE
BROCKPORT,NY14420 		N/A PC ENABLE CAMP ABILITIES - BROCKPORT TO ASSIST OTHER CAMP ABILITIES PROGRAMS THAT HAD TO STOP DURING COVID AS WELL AS ASSIST NEW CAMPS AROUND THE US. THESE NEW AND REVISED PROGRAMS WILL HELP THE HUNDREDS OF CHILDREN AND YOUTH WITH VISUAL IMPAIRMENTS WHO HAVE BEEN EXTREMELY MARGINALIZED DUE TO COVID, LEARN NEW SPORTS AND BECOME MORE INTEGRATED INTO SOCIETY AS A RESULT. 25,000

UNITED STATES ASSOCIATION OF BLIND ATHLETES

1 OLYMPIC PLAZA
COLORADO SPRINGS,CO80909 		N/A PC FUNDING TO ADD A BLIND SOCCER COORDINATOR TO FACILITATE THE HOLISTIC GROWTH OF BLIND SOCCER ACROSS GRASSROOTS SITES, COACH/OFFICIAL PIPELINE, AND NATIONWIDE EXPANSION. 26,000

UPSTATE-CAROLINA ADAPTIVE GOLF

25 LOUISE AVENUE
GREENVILLE,SC29617 		N/A PC FUNDS FOR PROJECT 1000, AN ADAPTIVE GOLF THERAPY PROGRAM THAT WILL BRING COGNITIVE, PHYSICAL, PSYCHOLOGICAL, PSYCHOSOCIAL, AND THERAPEUTIC BENEFITS TO YOUTH, ADULTS, AND VETERANS IN THE CAROLINAS. 5,000

UTAH ASSISTIVE TECHNOLOGY PROGRAM

6855 OLD MAIN HILL
LOGAN,UT84321 		N/A PC SUPPORT UATP IN PURCHASING EMERGENCY POWER BANKS AND CREATING RESOURCE INFORMATION FOR PEOPLE WITH DISABILITIES. 11,000

UTAH VALLEY REFUGEES INC

125 EAST 300 SOUTH SUITE 202
PROVO,UT84606 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 500

VALLEY ADAPTIVE SPORTS INC

9290 EDGEWOOD LANE
VICTOR,ID83455 		N/A PC ENABLE VAS TO PURCHASE AN ADDITIONAL ADAPTIVE NORDIC SKI TO ALLOW A SECOND ADAPTIVE ATHLETE, INSTRUCTOR, FRIEND OR FAMILY MEMBER TO SHARE A SIMILAR NORDIC SKIING EXPERIENCE. 4,700

VANGUARD CHARITABLE

2670 WARWICK AVENUE
WARWICK,RI02889 		N/A PC GRANT MADE TO VANGUARD CHARITABLE FOR 2023 SHORTFALL 40,000

VERMONT ADAPTIVE SKI AND SPORTS

PO BOX 139
KILLINGTON,VT05751 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 2,000

VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED

60 KIMBALL AVENUE
SOUTH BURLINGTON,VT05403 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

VERMONT LIONS CHARITIES

163 WHITNEY ROAD
SPRINGFIELD,VT05156 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 1,000

VETERANS COMMUNITY PROJECT

8900 TROOST AVENUE
KANSAS CITY,MO64131 		N/A PC FUNDS TO OUTFIT TWO TINY HOMES WITH APPLIANCES, FURNISHINGS, HOME GOODS, AND SUPPLIES FOR VETERANS AND THEIR FAMILIES. FURNISHING PROVIDED BY TGFF WILL BE THEIRS TO KEEP WHEN THEY TRANSITION TO PERMANENT HOUSING. 11,750

VIA

1170 MAIN STREET
BUFFALO,NY14209 		N/A PC PROVIDE FUNDING FOR A PILOT PROGRAM TO TRAIN SENIORS WHO ARE VISUALLY IMPAIRED IN ADAPTIVE TECHNOLOGY TO MAXIMIZE THEIR INDEPENDENCE AND PURCHASE ADAPTIVE TECHNOLOGY. 32,434

VISIONSERVE ALLIANCE

8760 MANCHESTER ROAD
BRENTWOOD,MO63144 		N/A PC MEMBERSHIP DONATION 500

VISUALLY IMPAIRED PRESCHOOL SERVICES

1906 GOLDSMITH LANE
LOUISVILLE,KY40218 		N/A PC DONATION FOR GENERAL OPERATING SUPPORT 4,200

WAYPOINT ADVENTURES INC

453 CONCORD AVENUE
LEXINGTON,MA02421 		N/A PC EMPOWER WAYPOINT ADVENTURES TO GROW AN OPEN ENROLLMENT OUTDOOR ADVENTURE PROGRAM FOR THE GENERAL PUBLIC ALONGSIDE THOSE WITH A DISABILITY. 24,000

YOUTH FULL MAINE

PO BOX 745
BIDDEFORD,ME04005 		N/A PC PROVIDE FUNDING FOR YOUTH FULL MAINE TO BUILD A WALK-IN REFRIGERATOR IN ORDER TO ACCEPT AND STORE MORE FRESH PRODUCE, MEATS, AND DAIRY ITEMS FOR OUR SCHOOL FOOD PANTRIES AND COMMUNITY-WIDE FREE FOOD DISTRIBUTIONS THROUGHOUT YORK COUNTY. 5,500
Total .................................right arrow 3a 778,239
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 24,793  
4 Dividends and interest from securities ....     14 710,479  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 370,780  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,106,052 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,106,052
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 33,815 0   33,335

TY 2023 InvestmentsOtherSchedule2
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INTER-TERM INVEST-GR ADM - 83,833 SHS FMV 727,672 727,672
LONG-TERM INVEST-GR ADM - 65,109 SHS FMV 529,332 529,332
SHORT-TERM INVEST-GR ADM - 103,466 SHS FMV 1,058,458 1,058,458
STRATEGIC EQUITY FUND - 19,003 SHS FMV 652,959 652,959
TOT INTL BOND IX ADMIRAL - 104,683 SHS FMV 2,064,343 2,064,343
TOT INTL STOCK IX INST - 70,153 SHS FMV 8,734,011 8,734,011
TOTAL BOND MKT INDEX ADM - 245,788 SHS FMV 2,386,604 2,386,604
TOTAL STOCK MKT IDX INST - 87,163 SHS FMV 10,068,147 10,068,147
U.S. GROWTH FUND ADMIRAL - 9,405 SHS FMV 1,379,613 1,379,613
WINDSOR II FUND ADM - 17,492 SHS FMV 1,330,459 1,330,459

TY 2023 OtherExpensesSchedule
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 6,616 0   6,552
OFFICE EXPENSES 4,148 0   4,030
TRAINING AND DEVELOPMENT 24 0   24
ANNUAL MEETING 294 0   5,301
SITE VISITS 64 0   64


TY 2023 OtherIncreasesSchedule
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Description Amount
CURRENT YEAR UNREALIZED GAIN 3,519,700


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 10,559 51   10,833
INVESTMENT MANAGEMENT FEES 37,501 37,501   0


TY 2023 TaxesSchedule
Name:
THE GIBNEY FAMILY FOUNDATION INC
EIN:
65-0286170
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 39,999 0   0